City of Miami

General Employees’ & Sanitation Employees’

Retirement Trust

 

 

 

 

 

Bi-Annual Educational & Planning Symposium

 

 

 

August 16 - 18, 2018

Four Seasons Hotel Miami

1435 Brickell Avenue

Miami, FL 33131

Telephone: (305) 358-3535

www.fourseasons.com/miami

 

 

 

 

 

 

 

 

 

 

 

 

In accordance with the American with Disabilities Act of 1990, persons needing special accommodations to participate in this proceeding should contact Edgard Hernandez, Pension Administrator, no later than seven (7) days, prior to the proceeding. Telephone (305) 441-2300 for assistance, if hearing impaired, telephone the Florida Relay service numbers, (800) 955-8771, (TDD) or (800) 955-8770 (Voice).

 

 

 

 

 

 

Agenda

 

 

 

Thursday, August 16th  

 

 

3:00 p.m.                                 Check-In

 

 

 

6:00 p.m. –  9:00 p.m.              Welcome Gathering at Bahia

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Friday, August 17th  

Meeting Room: Coral Gables Room

 

 

 

 

 

7:30 a.m. – 8:55 a.m.               Breakfast at the Coral Gables Foyer

 

 

9:00 a.m. – 9:05 a.m.               Introduction

-          Mr. Joe Simmons, Jr., Chairman

 

 

9:05 a.m. – 9:10 a.m.               Roll-call

-          Mr. Edgard Hernandez, Pension Administrator

 

 

9:15 a.m. – 9:45 a.m.               Commission of Ethics Educational Session

-          Mr. Robert Thompson

Community Outreach Coordinator

 

 

9:50 – 10:50 a.m.                    Fiduciary Duties Educational Session.pdf

-          Mr. Robert D. Klausner, Principal

Klausner, Kaufman, Jensen & Levinson

-          Ms. Katherine M. Sinderson, Partner                            Bernstein Litowitz Berger & Grossman, LLP

                                               

 

10:55 a.m. – 11:15 a.m.           Morning Break at the Coral Gables Foyer

 

 

 

 

 

 

 

 

 

Friday, August 17th - Continued

Meeting Room: Coral Gables Room

 

 

 

 

11:20 a.m. – 12:05 p.m.           Sexual Harassment Educational Session.pdf

-          Patrick A. Kokenge, Chief Administrative Judge

EEOC Miami District Office

 

 

12:10 p.m. – 12:55 p.m.           Data Security Educational Session.pdf

-          Mr. Tom Chesser, Director

-          Mr. John Katalinich, Senior Account Representative

-          Mr. Dan McCain, Senior Manager, Product Support

Levi, Ray & Shoup Retirement Solutions

 

 

1:00 p.m. – 2:00 p.m.              Lunch at the Coral Gables Foyer 

 

 

2:05 p.m. – 2:30 p.m.               The Federal Reserve and the

                                                            Fixed Income Markets.pdf

-          Mr. Howard Bos, Portfolio Manager, President

-          Mr. Greg Glatt, Vice President, Business Development

Richmond Capital Management

 

 

2:35 p.m. – 3:00 p.m.               A wealth of common sense:

                                                The more things change,

                                                The more they stay the same.pdf

-          Mr. Joe Hudepohl, Managing Director, Principal

-          Mr. Jim Skesavage, Client Service, Principal

                                                                 Atlanta Capital Management

 

 

 

 

 

 

Friday, August 17th - Continued

Meeting Room: Coral Gables Room

 

 

 

 

3:05 p.m. – 3:30 p.m.               The Importance of Long Term Investing

                                                In An Increasingly Short-Term World.pdf

-          Mr. Thad Fletcher, Partner, Client Services/                   Business Development

                                                     Cooke & Bieler Investment Company

 

 

3:35 p.m. – 3:50 p.m.               Afternoon Break at the Coral Gables Foyer

 

 

3:55 p.m. – 4:20 p.m.               Opioid Crisis.pdf

-          Dr. Mitchell Davis

-          Mr. Steve Bate, PhD.

Opioid Awareness Foundation

 

 

4:25 p.m. – 5:00 p.m.               Roundtable Discussion - Wrap Up

                                                             - Open Discussion - All Attendees     

 

 

5:00 p.m.                                 Educational & Planning Symposium Concludes

 

 

7:00 p.m. – 10:00 p.m.            Dinner at 14 Thirty-Five

 

 

 

 

 

 

 

 

 

 

 

 

 

Saturday, August 18th

 

 

 

12:00 p.m.                               Check-Out

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

BOARD OF TRUSTEES

 

 

Mr. Joe Simmons, Jr., Chairman

 

 

Mr. Sean Moy, Vice-Chair

 

 

Mr. Luis Fernandez, Trustee

 

 

Mr. Clarence Graves, Trustee

 

 

Mr. John Hill, Trustee

 

 

Ms. Mary Lugo, Trustee

 

 

Ms. Olga Machin, Trustee

 

 

Ms. Ann-Marie Sharpe, Trustee

 

 

 Mr. Ronald Thompkins, Trustee

 

 

 

 

 

 

 

 

 

 

 

 

 

 

GESE’S LEGAL COUNSEL

 

Mr. Ronald A. Silver, Esq.

 

 

GESE STAFF

 

Mr. Edgard Hernandez, Pension Administrator

 

Mr. Oscar Alvarez, Facility Maintenance Manager

 

Ms. Maria Blandon, Payroll Specialist

 

Ms. Marlene Jane, Benefits Specialist

 

Mr. Yves Louissaint, Staff Accountant

 

Mr. Enrique Mesa, Chief Accountant

 

Mr. Christopher Recicar, Treasurer

 

Ms. Karen Rojas, Benefits Analyst

 

Ms. Alibel Sanchez, Administrative Aide I

 

Ms. Elena Valdes, Administrative Assistant III

 

 

 

 

 

 

 

 

 

 

 

 

LIST OF ATTENDEES

 

 

Mr. Steve Bate, Opioid Awareness Foundation

Mr. Howard Bos, Richmond Capital Management

Ms. Sandra Bridgeman, City of Miami

Mr. Tom Chesser, LRS Retirement Solution

Mr. Mitchell Davis, Opioid Awareness Foundation

Ms. Sandra Elenberg, Elenberg Consulting, Inc.

 

Mr. Thad Fletcher, Cooke & Bieler Investment Company

Mr. Greg Glatt, Richmond Capital Management

Mr. Todd Green, Cavanaugh Macdonald Consulting, LLC

 

Ms. Janna Hamilton, Garcia Hamilton Associates

Ms. Shiela Hemberger, LRS Retirement Solutions

Mr. Joe Hudepohl, Atlanta Capital Management

Mr. Stephen Kamau, Stephen Kamau, Inc.

 

Mr. John Katalinich, LRS Retirement Solutions

Mr. Robert D. Klausner, Klausner, Kaufman, Jensen & Levinson

Ms. Annie Kokenge, Kruzware, Inc.

 

Mr. Patrick A. Kokenge, EEOC Miami District Office

Mr. Dan McCain, Sr. Manager, LRS Retirement Solutions

 

 

 

LIST OF ATTENDEES

(CONTINUED)

 

Ms. Edith McCray, City of Miami

Ms. Katherine M. Sinderson, Bernstein Litowitz Berger & Grossman, LLP

Mr. Jim Skesavage, Atlanta Capital Management

Ms. Hilda Thompson, Southeastern Advisory Services

 

Mr. Robert Thompson, Commission of Ethics

Mr. Wally Wilson, Southeastern Advisory Services

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

The City of Miami General Employees’ & Sanitation Employees’ Retirement Trust is grateful to the guest speakers and all attendees for their participation and input.